by Kristin Beane | Dec 9, 2024 | Consumer News, FPANE News, Home Page Features
Hosts Michael Connaughton and Brad Wright are joined by Jenn Mayo, Direct of Gift Planning and Advisor Relations, Essex County Community Foundation Essex County Community Foundation inspires philanthropy that strengthens the communities of Essex County. ECCF helps...
by Kristin Beane | Dec 8, 2024 | Consumer News, FPANE News, Home Page Features
Join us as we speak with FPA chapter past president, John McAvoy! John shares insights about working in the Retirement Plan space both with employers and participants. Thinking of doing more with 401Ks or IRAs, then you’ll want to listen this episode. We start off...
by Kristin Beane | Dec 7, 2024 | Consumer News, FPANE News, Home Page Features
Helping Financial Advisors Save on Taxes – with Catherine Tindall, CFA More and more I keep hearing from other financial planners that they are struggling to find good CPAs that they can send their clients to for tax preparation. Too many CPAs are either retiring or...
by Kristin Beane | Oct 29, 2024 | Consumer News, FPANE News, Home Page Features
Hosts Brad Wright and Mike Connaughton are joined by Julie Casey of Definiti. Julie is Regional Sales Director – New England Territory, for Definiti, which is a national retirement services firm that helps workplace organizations with retirement plan expertise,...
by Kristin Beane | Oct 18, 2024 | Consumer News, FPANE News, Home Page Features
In this episode our guest is Donna McKeown of Movement Mortgage. The discussion starts by considering the recent change in the Fed Funds Rate and what impact it has had on the current interest rate environment. We discuss what moves Mortgage rates. Donna shared the...
by Kristin Beane | Sep 26, 2024 | Consumer News, FPANE News, Home Page Features
Stephanie Aliaga – J.P. Morgan Hosts Brad Wright and Kathleen Kenealy are joined by Stephanie Aliaga, Global Market Strategist on the JP Morgan Asset Management Market Insights Team, based out of New York. Stephanie helps formulate and communicate economic views,...
